You get everything in the standard plan plus the ability to send recurring invoices, make sales orders, manage purchase orders and handle multi-currencies. Sending invoices along, tracking the inventory and GST returns is very simple with it. Accounting was yet a headache for me, as it’s not my specialization. This software helps me in sending clients’ invoices online along with accepting payment in return. It will also help in managing the inventory in the better way. It helps you in connecting with the bank which further helps in reconciling the statement. Zoho has its own suite of business apps that you can connect to this accounting software, though some cost extra.

• Accounting software makes this process easier by keeping everything you need in one place.
• We now have a Zoho Inventory Add on option for Zoho Books.
• New users can try out a 14-day free trial of Zoho Books’ Premium plan, the highest-tier plan with the most features, before subscribing.
• You can connect all of your bank accounts and credit cards directly to Zoho Books if you choose.

Access key financial reports like P&L, Balance Sheet, and Cash Flow Statement. We will save your time by providing a dedicated manager to consult you and guide you through all the purchasing and licensing processes. We have implemented advanced Data Conversion mechanisms that provide bi-directional mapping between any Zoho Books and ODBC data types. Learn something new or share your experience with a wide audience.

Easy Collaboration

Zoho Books’ biggest weakness, just like QuickBooks Online, is fixed asset management. Read our features section for an in-depth analysis of how Zoho Books performed in each category.

• You can achieve a lot of these features using Zoho Inventory.
• You can find many books of Zoho here which provides good contents.
• The system is also accessible on all mobile platforms – iOS, Android, and Windows.
• Although you can expect the features discussed above as part of your Zoho Books accounting software, the ultimate capabilities you receive will depend on which of their four plans you choose.
• Now that we’ve covered all of the Zoho Books plans, their features, and pricing, let’s take the next step in our Zoho Books review and discuss the possible benefits and drawbacks of this accounting platform.

Our connectivity solution enables various ODBC-aware applications to connect to Zoho Books directly via HTTPS. If you have no direct access to Zoho Books via HTTPS, you have the option of establishing a connection through a proxy server. Additionally, if you need more than two users on your account but don’t want to opt for the Professional Plan, you can purchase an add-on user, for $2.50 per user per month. Although the Standard Plan is the second-tier version of the Zoho Books accounting software, this plan is still very affordable. Finding the perfect accounting software for your small business is of the utmost importance. • Record every type of payment whether online or offline.

Our drivers and adapters provide straightforward access to Zoho Books data from popular applications like BizTalk, MuleSoft, SQL SSIS, Microsoft Flow, Power Apps, Talend, and many more. Tableau Connectors Fully-integrated Tableau Connectors with real-time data access. Power BI Connectors Fully-integrated Power BI Connectors with real-time data access . We’re firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. The Ascent does not cover all offers on the market. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team.

If your inventory needs are more advanced – you need to bundle items, for example – you can add the Zoho Inventory app to the program for an additional cost. Therefore, if you think you’ll need more advanced features from your accounting software, especially payroll or integrations, you might consider QuickBooks as an alternative to Zoho Books.

You can quickly and easily get set up with Zoho Books, adding your information and connecting your accounts. Zoho Books offers only email support for Free users, but when you upgrade to any of the paid plans, you’ll get access to all forms of customer support, including phone support and live chat. You can either call a rep or submit a ticket and wait for them to call you. The live chat feature is available on the Zoho Books website and within the software itself. When the sales tax module is activated, Zoho Books calculates sales taxes automatically based on where you collect your taxes. You can create and manage records for independent contractors, apply tax on inventory items, and view sales tax liability details. Zoho Books can’t be used to pay and file sales and income tax returns.

Timesaving Features

zoho books not only offers four plans to choose from, but they offer a free plan with impressive features that rivals some of the paid entry-level plans of competitors. You can add a user to your account for $2.50 per user per month. This being said, however, if you want to add another user to your account, you can purchase a user add-on, for $2.50 per user per month.

• Xero allows unlimited users in all plan tiers and QuickBooks Online supports up to 25 users in its most expensive plan.
• Have the facility to read synopsis before buying.
• For $8 per month, the auto-scan add-on feature will give you access to 50 scans per month.
• QuickBooks Online’s $80-per-month plan to access in-house inventory management, for example, all Zoho Books plans include free inventory tracking for businesses with 50 orders or less per month.

You can decide if you want to share the portal with a client when you’re entering their details. You or your accountant can set up your chart of accounts, add sub-accounts, and access features such as manual and recurring journal entries in Zoho Books’ Accountant feature. If you’re comfortable handling accounting transactions, go for it; otherwise, this is the area most likely accessed by your accountant or CPA.

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It also allows users to manage recurring expenses and automate expense generation. Users can upload receipts for better organization and tracking where the money is going. As a result, business owners know where the business stands and make short- and long-term business decisions.

• You or your accountant can set up your chart of accounts, add sub-accounts, and access features such as manual and recurring journal entries in Zoho Books’ Accountant feature.
• You can add a logo and background image, select which fields to include, and edit field text.
• You can quickly and easily get set up with Zoho Books, adding your information and connecting your accounts.
• You can schedule reports to be automatically generated weekly, monthly, quarterly, or annually and then emailed to you in the format of your choice .
• We help you save time and money by reviewing great software.
• Easily enter your expenses in Zoho Books, where you can also record mileage or add expenses in bulk.

A few accounting software options go further and support functionalities like report sharing, scheduling, and customization. Every accounting software should offer you some link to your bank, so you can make payments and import your bank statements to your accounting system. Some software goes beyond these basic functions to offer features like automatic bank feeds, transaction matching, and banking reconciliation.

Who Is Zoho Books For?

Pretty much managing our invoices, billing, etc in Zoho. Have the facility to read synopsis before buying.

You can also export them to Zoho Sheet if you’re using other Zoho applications. Monitor customer activities occurring in the client portal. Manage multiple projects in one place and bill the hours to client. Zoho Books is available under three standard pricing plans that are offered on a monthly or yearly basis . “I have been using Zoho Books for my business for a year now & it has saved me so much time. I would highly recommend it for any business or even general home use for the end of the year tax. Great work Zoho.”

Some systems allow you to add and invite users at no additional cost. The accounting software you pick should let you invite users and collaborate with ease.

Intergrate With Whatsapp Please To Send Invoices Via Whatspp

Integrate your payment gateway with Zoho Books and make it easy and convenient for your customers to pay you online without the hassle. While Zoho Books’ Free plan includes basic features, like invoicing and expense tracking, the advanced capabilities you will receive depend on your subscription plan. Below, we briefly discuss the results of our case study of Zoho Books Professional within the 11 categories, plus a link to videos where you can watch our complete assessment of each feature.

Similar to their lack of payroll services, compared to competitors, Zoho does not connect with nearly as many third-party tools as platforms like QuickBooks or Xero. Is the Zoho Books accounting software right for your business? We’ll help you decide with our ultimate Zoho Books review. In minutes you can also categorize all transactions imported from your bank and credit card accounts. Zoho Books allows you to invite multiple users and share real time information. You can invite colleagues and assign them specific role based access to specific modules.

Best software my opinion, if you are thinking to buy this then it is the best software in the market that I have found, I will mostly recommend you to buy this to make your business more effective. I would love to see a more developed overview of finance, cashflow, and investments, etc. The https://www.bookstime.com/ invoicing tools have been specifically excellent for us and we believe their tool is the best we’ve used. Grafics and user interface and awareness of every moments of your business through just few clicks. “It’s cost is slightly high. Update occurs rarely. Sometimes page looking reloading.”

The only issue we found is that there’s no option to enter monthly service fees as part of your reconciliation, so you’ll need to enter the fees in a separate transaction before reconciling. It also has a Zapier integration, which allows you to connect to more than 1,000 third-party apps. Most accounting systems let businesses add multiple users to the account to ensure controlled access to data.

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Zoho Books offers a free plan for businesses that make less than $50,000 in annual revenue and three paid subscriptions that start at $20 per organization, per month. Zoho Books has many features that will benefit microbusinesses, including accounting process automation, invoicing, online payments, and tools for time tracking and project management. Zoho also has a mobile app that supports more devices than most accounting software vendors do. It suits all business sizes, from small businesses to large enterprises. Zoho Books provides various features, including cash flow management, invoicing, recurring invoice generation, and balance sheet management. Moreover, the software has functionalities for inventory management, purchase order management, expense tracking, and automated workflow creation. For service-based businesses that charge customers for the time spent on a project or task, a time tracking feature is a necessity.

Integrate Zoho Books with cloud applications and relational databases via Skyvia. Import Zoho Books Invoices, Contacts, etc. directly to/from major cloud and on-premise data sources or perform Zoho Books sync in both directions. “You have got to be the most jacked up company in the USA – this was the fastest response I’ve ever had from anyone anywhere! Thank you very much for your support – and for your outstanding products.” “It has been a real pleasure to deal with professionals like you, who care about their product and their clients.”

One without much background in Computer, can also use this software in ease. Zoho has a comprehensive suite of business tools to enhance productivity and help your business surge ahead of the competition. Visit our Support page to get instant help from knowledgeable and experienced professionals, a quick resolution of your problems, and nightly builds with hotfixes. Every operation with Zoho Books becomes significantly faster using such capabilities of our driver as local data caching, connection pooling, and much more. Our ODBC driver has full support for Zoho Books field data types and, moreover, the driver is compatible with the Zoho Books API itself. Reliable and simple to use data connector for Zoho Books.

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In addition to the features in the Standard plan, this subscription has purchase ordering and inventory tracking tools, allows you to create sales orders, and supports multi currencies. The Standard plan costs $15 per month and supports three users. You can manage up to 50,000 invoices, reconcile transactions, create invoices, track mileage and expenses, and manage projects and timesheets.